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What to do after China's rally
what_to_do_after_china's_rally
Market Update

What to do after China's rally

7 October 2024

China’s recent market rally has sparked optimism, but what comes next for investors? Find out in our latest advisory report.

    4Q 2024 outlook: Don’t fight the Fed
    4q_2024_outlook:_don’t_fight_the_fed
    Quarterly Outlook

    4Q 2024 outlook: Don’t fight the Fed

    1 October 2024

    As markets react to the Federal Reserve rate cuts, how can investors seize this opportunity?

    Explore our 4Q 2024 outlook report for in-depth analysis of macro trends, asset class views and strategies to position your portfolio for the final quarter.

      What the Federal Reserve rate cuts mean for investors
      what_the_federal_reserve_rate_cuts_mean_for_investors
      Market Update

      What the Federal Reserve rate cuts mean for investors

      19 September 2024

      The Federal Reserve delivered an outsized 50bp rate cut during the September FOMC and projected another 50bp cut for the rest of the year.

      Learn how this impacts investors in our latest advisory report.

        Markets have sold off sharply; what’s next for investors?
        markets_have_sold_off_sharply;_what’s_next_for_investors?
        Market Update

        Markets have sold off sharply; what’s next for investors?

        5 August 2024

        Global stock markets sold off sharply and bonds rallied after a series of weak US data reignited fears of a harder landing than previously anticipated.

        Discover what this means for investors in our latest advisory report.

          US President Biden’s exit from the race
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          Market Update

          US President Biden’s exit from the race

          23 July 2024

          President Joe Biden’s withdrawal from the presidential race has caused significant political upheaval. This report examines the potential implications for financial markets.

            French election gridlock and its implications on the markets
            french_election_gridlock_and_its_implications_on_the_markets
            Market Update

            French election gridlock and its implications on the markets

            9 July 2024

            The French elections have led to a divided parliament, sparking political uncertainty and fears of a growing deficit. This article explores the implications for the financial markets and the fiscal challenges ahead.

              2H 2024 outlook: Late-cycle interest rates; midcycle economy
              2h_2024_outlook:_late-cycle_interest_rates;_midcycle_economy
              Quarterly Outlook

              2H 2024 outlook: Late-cycle interest rates; midcycle economy

              19 June 2024

              Dive into our investment outlook report for comprehensive analysis on macro trends, asset class views and asset allocation strategies.

                2024 Indian general elections and its implications on the markets
                2024_indian_general_elections_and_its_implications_on_the_markets
                Market Update

                2024 Indian general elections and its implications on the markets

                10 June 2024

                The outcome of the Indian General Elections will shape the country’s economic policy and market trajectory. This article examines the election results, the anticipated direction of economic policies and their potential impact on financial markets.

                  2024 US elections and its implications on the markets
                  2024_us_elections_and_its_implications_on_the_markets
                  Market Update

                  2024 US elections and its implications on the markets

                  30 May 2024

                  Explore our latest report for key insights and investment strategies in anticipation of the upcoming 2024 US Elections.

                    A dovish policy tilt
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                    Video

                    A dovish policy tilt

                    14 May 2024

                    From the Fed’s anticipated rate cuts to the broader trend of accommodative monetary policies, tune in to our latest episode of CIO’s Compass where we explore emerging investment opportunities amid global economic shifts.

                      Impact of the Iran-Israel conflict
                      impact_of_the_iran-israel_conflict
                      Market Update

                      Impact of the Iran-Israel conflict

                      15 April 2024

                      Explore our latest report to uncover the repercussions of the Iran-Israel conflict on global markets and understand how it affects your investments.

                        2Q 2024 outlook: A dovish policy tilt
                        2q_2024_outlook:_a_dovish_policy_tilt
                        Quarterly Outlook

                        2Q 2024 outlook: A dovish policy tilt

                        1 April 2024

                        Explore our latest quarterly investment viewpoints report for insights and strategies to navigate the complexities of global markets.

                          The end of monetary tightening
                          the_end_of_monetary_tightening
                          Video

                          The end of monetary tightening

                          26 January 2024

                          2023 was a profitable year for most investors after a difficult 2022. As we journey through 2024, how can we navigate the sea of uncertainties?

                          Private Bank’s Chief Investment Officer, Dr Neo Teng Hwee shares his insights on the investment outlook for 2024 to help investors navigate the opportunities and challenges of the year ahead.

                            Higher for longer, but not forever
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                            Video

                            Higher for longer, but not forever

                            9 November 2023

                            US exceptionalism in 2023 has been characterised by strong economic performance, defying expectations of a recession.

                            As the fourth quarter gets underway, Private Bank’s Investment Strategist, Francis Tan, examines the effects of the Fed’s higher for longer narrative on investors and offers insights on positioning for the next 6-12 months.

                              HNWIs can have a profitable 2023
                              hnwis_can_have_a_profitable_2023
                              Podcast

                              HNWIs can have a profitable 2023

                              13 July 2023

                              There's no denying it's been an unusual time for the global economy and markets. But the mid-year outlook for investments is looking on the up and up. The Business Times correspondent, Howie Lim speaks to Dr Neo Teng Hwee, Chief Investment Officer at UOB Private Bank to get more insights.

                                A falling tide doesn’t sink all boats
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                                Video

                                A falling tide doesn’t sink all boats

                                11 July 2023

                                The global economy has decelerated but averted a recession so far. Continued monetary tightening in the US could lead to inflation being a thing of the past. Big tech stocks in the US have also made a spectacular recovery in part due to the euphoria surrounding ChatGPT and AI.

                                Private Bank’s Chief Investment Officer, Dr Neo Teng Hwee shares his 3Q 2023 views and provides a take on what this means for investors.

                                  The US debt ceiling and its implications
                                  the_us_debt_ceiling_and_its_implications
                                  Podcast

                                  The US debt ceiling and its implications

                                  3 June 2023

                                  In this episode, Investment Strategist, Francis Tan, discusses the current US debt ceiling drama, why the market is so fearful, and what he thinks will be the key implication for investors to watch out for, in the months ahead.

                                    A delicate balancing act for the Fed
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                                    Video

                                    A delicate balancing act for the Fed

                                    29 May 2023

                                    The key tension in markets right now is between declining interest rate risk as the Fed prioritises financial stability and an economic slowdown.

                                    In our view, the global slowdown is likely to be relatively mild as key economies such as China benefit from a reopening boost. But what does it mean for investors? UOB Private Bank’s Chief Investment Officer, Dr. Neo Teng Hwee unpacks his 2Q 2023 views.

                                      The US debt ceiling simplified
                                      the_us_debt_ceiling_simplified
                                      Podcast

                                      The US debt ceiling simplified

                                      24 May 2023

                                      Dominating the headlines recently is talk around the US debt ceiling and potential negative impact on its economy. We break down the debt ceiling concept in this episode and explain why it has become a political issue.

                                        Are global equities still attractive in a slowdown?
                                        are_global_equities_still_attractive_in_a_slowdown?
                                        Podcast

                                        Are global equities still attractive in a slowdown?

                                        10 May 2023

                                        As we expect further downgrades in corporate earnings and observe an economic slowdown, enhancing investor prudence is necessary in the months ahead. We share our views on Equities in this episode.

                                          A glimmer of hope with World Bank’s upgrade in global forecast?
                                          a_glimmer_of_hope_with_world_bank’s_upgrade_in_global_forecast?
                                          Podcast

                                          A glimmer of hope with World Bank’s upgrade in global forecast?

                                          26 April 2023

                                          What can we make of the World Bank's latest global growth forecast that has been raised from 1.7% to 2%? Tune in to find out how the upward revision is playing out in the greater scheme of things.

                                            Staying defensive in anticipation of winter
                                            staying_defensive_in_anticipation_of_winter
                                            Podcast

                                            Staying defensive in anticipation of winter

                                            10 April 2023

                                            In this episode, Investment Strategist, Francis Tan, fields two recurring questions that have surfaced in the past month – Is inflation still a problem in the US? And with the recent banking crisis, are we going to see a recession anytime soon?

                                              Credit Suisse crisis: Are all banks the same?
                                              credit_suisse_crisis:_are_all_banks_the_same?
                                              Podcast

                                              Credit Suisse crisis: Are all banks the same?

                                              21 March 2023

                                              With plenty of market jitters surrounding the recent banking crisis, investors' fear of the "Lehman moment" that brought about the Global Financial Crisis (GFC) in 2008 has been stoked once more. Will there be a GFC 2.0 or is this time going to be different? Hear from Investment Strategist, Francis Tan.

                                                Anticipating the next upcycle
                                                anticipating_the_next_upcycle
                                                Video

                                                Anticipating the next upcycle

                                                9 March 2023

                                                Landing on the third investment theme for 2023, we take a deeper look at what it means to anticipate a new business cycle, from fiscal policies to trends in equities.

                                                  High odds of US recession
                                                  high_odds_of_us_recession
                                                  Video

                                                  High odds of US recession

                                                  9 February 2023

                                                  According to the World Bank Group, global growth forecasts are down to 1.7%; a relatively sharp dip since the last projection in 2022. Find out what is driving the heightened possibility of a recession.

                                                    Peaking inflation and Fed risks
                                                    peaking_inflation_and_fed_risks
                                                    Video

                                                    Peaking inflation and Fed risks

                                                    26 January 2023

                                                    Looking ahead into 2023, here is a recap of the business cycle and some indicators of where we are now. Peaking inflation and Fed risks emerge as the first theme.

                                                      Investment roadmap 2023
                                                      investment_roadmap_2023
                                                      Video

                                                      Investment roadmap 2023

                                                      11 January 2023

                                                      Summary of investment themes and a roadmap for investors in 2023.

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